Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$23,661,559
+$6,493,811 QoQ
Shares Held
266,459
+26.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. VTR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
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|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,661,559 | 266,459 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,167,748 | 209,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,995,142 | 206,709 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,826,821 | 211,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,588,238 | 215,174 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,311,454 | 193,593 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,331,577 | 226,381 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,763,195 | 214,614 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,235,648 | 199,681 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $28,110,773 | 645,631 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,231,608 | 586,509 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,319,352 | 363,621 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,793,616 | 334,115 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,653,169 | 314,952 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,381,516 | 297,037 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,426,597 | 284,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,548,153 | 263,429 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,443,131 | 233,859 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,373,944 | 222,495 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,082,432 | 218,845 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,907,005 | 208,529 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,729,447 | 201,152 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,386,377 | 211,794 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,795,762 | 257,287 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,761,170 | 266,553 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,246,517 | 233,079 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||